Daybreak Europe Show Open: Steepening of Yield Curve

The video discusses recent trends in the bond market, focusing on the potential rerating of 10-year treasuries to 3%. It explores the difference between market tantrums and dislocations, noting the lack of a significant event to explain the current sell-off. The discussion highlights the steepening of the yield curve and the implications of quantitative tightening (QT) on market dynamics. The conversation also touches on the global market, particularly the impact of China's policy easing and the disappearance of the premium of Chinese bonds over US bonds.

What does the term 'taper tantrum' refer to in the context of financial markets?

What is the expected rerating of 10-year treasuries mentioned in the text?

How does the conversation around 'QT' relate to the steepening of the yield curve?

What implications does the withdrawal of $95 billion have on basis points according to the text?

What does the disappearance of the premium of Chinese bonds over US bonds signify?